This is a dashboard for all of your accounts. You can also add any outside 401K, bank accounts, credit cards and more. It’s also where you can see your financial plan and track your progress to goals.
Black Diamond gives you a dashboard to see the comprehensive performance on all of your accounts held at TD Ameritrade. You’ll also get a quarterly performance statement from Black Diamond.
TD Ameritrade is our custodian, this is where you can access all your statements and tax documents for accounts held at TDA. If you prefer to access it all on your phone, you can get the Advisor Client app.
Meet from virtually anywhere, any time. You don’t need to come into our office for meetings if you don’t want to or aren’t able to.